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Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $38B
1-Year Est. Return 19.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$14.8B
AUM Growth
+$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,501
New
Increased
Reduced
Closed

Top Buys

1
+$430M
2
+$224M
3
+$142M
4
MBB icon
iShares MBS ETF
MBB
+$110M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$93.6M

Top Sells

1
+$394M
2
+$218M
3
+$121M
4
ICVT icon
iShares Convertible Bond ETF
ICVT
+$87.9M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$82.7M

Sector Composition

1 Technology 6.12%
2 Healthcare 4.22%
3 Financials 3.9%
4 Industrials 2.68%
5 Consumer Discretionary 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2751
$14K ﹤0.01%
782
-295
2752
$14K ﹤0.01%
335
2753
$14K ﹤0.01%
384
-16
2754
$14K ﹤0.01%
404
-54
2755
$14K ﹤0.01%
305
+139
2756
$14K ﹤0.01%
201
+35
2757
$14K ﹤0.01%
275
+16
2758
$14K ﹤0.01%
356
-95
2759
$14K ﹤0.01%
102
-26
2760
$14K ﹤0.01%
698
2761
$14K ﹤0.01%
415
-61
2762
$14K ﹤0.01%
86
+52
2763
$14K ﹤0.01%
4,403
-2,285
2764
$14K ﹤0.01%
1,154
+38
2765
$14K ﹤0.01%
1,115
+23
2766
$14K ﹤0.01%
430
2767
$14K ﹤0.01%
190
+45
2768
$14K ﹤0.01%
260
+110
2769
$14K ﹤0.01%
1,448
-153
2770
$14K ﹤0.01%
400
-31
2771
$14K ﹤0.01%
144
-42
2772
$13K ﹤0.01%
2,045
-1,362
2773
$13K ﹤0.01%
811
+277
2774
$13K ﹤0.01%
314
2775
$13K ﹤0.01%
579
109 110
111
112 113